At PTI, we can help you to plan for your retirement and provide advice to clients on the pension products available on the market today. We provide pension broker services to both individuals and corporate clients. ​​

 

We can review any existing pensions you may have to examine their terms and to see how they are performing.  You may have old pension plans from previous employments that we can include as part of the review. ​

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To explore retirement options with our clients, we first carry out what is called a "fact find" of your current financial circumstances and to find out what your future retirement goals are.

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PTI will request you to fill out what is called a "risk profile questionnaire" to find out what level of risk you are comfortable with and what is most appropriate for your unique circumstances.

 

PTI provides advice on the following pensions products:

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• ​Personal pension plans 

• Personal ​Savings Retirement Account (PRSA)

• Personal Retirement Bond (PRB) also known as Buy out Bonds

• Active Retirement Fund (ARF)

• Approved Minimum Retirement Fund (AMRF)

• Annuity

• Group Pension Schemes​

• Annual Review of Pension Plans

 

When it comes to approaching your chosen retirement age, navigating the rules for drawing down your pension can be confusing. At PTI, we work with our clients to figure out the most tax efficient methods to get you the largest tax free lump sum and to explain the pension options available to you. ​​​​​​​

 

Click here to make an appointment for a free consultation about your pension. ​​​​